4+ hour, 58+ min ago  (925+ words) A bipartisan proposal in Congress could resolve an unexpected tax problem facing millions of retirees this filing season. Now, lawmakers are attempting to clean up that unintended consequence. The No Tax on Restored Benefits Act, introduced in February by Republican…...

10+ mon, 4+ week ago  (828+ words) Tax season is a busy time for financial advisors, but it also brings overlooked opportunities for client coaching on year-round tax savings and for future growth via CPA referral agreements. With the right outreach and shared professional dedication to clients,…...